At TaxNova, your privacy and data security are paramount. As a trusted outsourcing partner for U.S.-based tax and accounting professionals, we handle sensitive financial data with the utmost care, transparency, and responsibility. This policy outlines how we collect, use, secure, and protect your data—while clearly affirming that we never store or share confidential client information beyond its intended purpose.

Who we are

TaxNova is a professional outsourcing firm based in India, providing U.S. tax preparation, bookkeeping, accounting, payroll, and administrative support services to CPA firms, EAs, and businesses. We operate on a foundation of integrity, trust, and confidentiality, and treat every client’s data as if it were our own.

Information We Collect

We collect only the information that is necessary for delivering our professional services or improving user experience on our website. This includes:

a. Client Information

Collected during onboarding or service execution:

• Full name, business name, email, phone number
• Tax documents, financial records, bank statements
• Identifiers such as Social Security Numbers (SSNs), EINs (Employer Identification Numbers), only when essential

Important: We do not store or retain sensitive personal or financial data (like SSNs or bank details) beyond its direct use for service delivery. Such information is handled securely and purged after fulfillment of its purpose.

b. Website Visitor Information

Collected through cookies or analytics:

• IP address, browser type, location (approximate)
• Pages visited, session duration, and usage patterns

c. Communication Data

• Emails, contact forms, call logs, and inquiry details

How We Use the Information

Your information is used solely for:

• Delivering tax, bookkeeping, and accounting services
• Internal records, compliance documentation, and audits
• Providing customer support or responding to inquiries
• Improving website performance and user experience

We do not store, resell, rent, or distribute your personal or business data to any third party for marketing or commercial gain.

Data Security Measures

We employ a robust and multi-layered approach to protect your data:

• End-to-End Encryption: All files and communications are encrypted during transmission and storage.
• Secure File Transfers: Data is exchanged through encrypted client portals and secure upload systems.
• Access Controls: Role-based system access and multi-factor authentication (MFA) ensure only authorized personnel handle client data.
• Internal Protocols: We follow strict standard operating procedures for data handling, deletion, and compliance with U.S. data standards.
• Confidentiality Agreements: All staff are under binding NDAs and receive regular data protection training.

We never store client documents on unsecured devices or share them via unprotected channels. All sensitive data is accessed only when required and removed promptly after its purpose is fulfilled.

Data Retention & Deletion

We retain data only as long as necessary to deliver services or comply with applicable legal or contractual obligations. Afterward:

• All sensitive files are securely deleted or anonymized
• No residual data is stored on our systems without clear consent

If you wish to request deletion of your data, you may contact us at any time.

Third-Party Sharing and Subprocessors

We do not sell, rent, or exchange your personal or financial information.

In rare instances, we may share data with trusted and vetted service providers (e.g., secure cloud storage or IT providers) only when essential for:

• Service delivery
• Compliance with a legal obligation
• Protecting against fraud or unauthorized access

All third parties are bound by strict confidentiality and data processing agreements.

Your Rights

You have full control over your data. You may:

• Request access to the personal data we hold
• Request corrections or updates to your records
• Request deletion of your information
• Object to or restrict specific forms of data use

To exercise these rights, contact us at operations@taxnovaadvisors.com.

International Data Transfers

As we operate from India and serve clients in the U.S., some data may be processed internationally. We ensure all transfers comply with relevant laws and are done over secure, encrypted systems to maintain confidentiality and integrity.

Cookies and Web Analytics

Our website uses cookies and analytics tools (such as Google Analytics) to improve your experience and measure website performance.

You can choose to disable cookies through your browser settings. Cookie data is anonymous and never linked to personally identifiable information.

Updates to This Policy

We may update this policy from time to time to reflect improvements, legal changes, or best practices. Any updates will be posted on this page with the effective date revised. We encourage you to review it periodically.

Contact Us

If you have any questions, concerns, or data access requests, please contact us:

TaxNova Advisors
📧 Email: operations@taxnovaadvisors.com